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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Lisa Berger (CRD# 5635651) is an Investment Advisor Representative working at Edward Jones in Mondovi, WI and has over 15 years of experience in the finance industry.
Cory Campbell (CRD# 5928412) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mondovi, WI and has over 12 years of experience in the finance industry.
Paul Dean (CRD# 6264480) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mondovi, WI and has over 9 years of experience in the finance industry.
Michael Linse (CRD# 2227376) is an Investment Advisor Representative working at Principal Securities, Inc. in Mondovi, WI and has over 31 years of experience in the finance industry. Michael Linse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Allison Rud (CRD# 4849073) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mondovi, WI and has over 19 years of experience in the finance industry.
Tanya Dean (CRD# 6176512) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mondovi, WI and has over 3 years of experience in the finance industry.
Kevin McKinley (CRD# 1177018) is an Investment Advisor Representative working at Mckinley Money, LLC in Madison, WI and has over 31 years of experience in the finance industry.
Amy Anderl (CRD# 6621851) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 7 years of experience in the finance industry.
Rachelle Anglemyer (CRD# 5319186) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 7 years of experience in the finance industry.
Peter Atkinson (CRD# 4268761) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.